See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,799 | $73,515-44.5% | $62,995-35.2% | $147,584-72.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.56% | 175.43%-154.9pp | 87.57%-67.0pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,413 | $3,320-57.5% | $2,759-48.8% | $4,876-71.0% |
| Participant deferral / active EE | $5,411 | $4,185+29.3% | $3,329+62.5% | $5,439-0.5% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |